Template: Create Oneflow contracts when opportunity stage is updated in Copper (Zapier)

This Zap creates a Oneflow contract whenever an opportunity's stage changes in Copper CRM.

This streamlines CRM processes, ensuring the timely creation of contracts.

1. Trigger: Updated opportunity stage in Copper

App & event

• Select Copper as the app.
• Event: Select a specific event for the trigger. By default, this is set to Updated Opportunity Stage. This means the Zap starts when an opportunity's stage changes in Copper.

Account

• Select your Copper account from the dropdown list.
  • If the desired account isn't listed, click + Connect a new account to add it.

2. Filter setup and testing

After an opportunity moves to another stage in the Copper pipeline, a filter checks the stage name. The workflow continues only if the opportunity has reached the specified stage.

• Stage name: Enter the new stage name in this field.
  • Customize this filter to match any stage in the Copper pipeline.
  • Make sure you know the exact stage name you want the filter to use.

3. Action: Create contract in Oneflow

When the Copper opportunity reaches the stage defined in the filter, a contract is created in Oneflow.

Choose account

• Oneflow account: Select your connected Oneflow account.
  • If your account isn't listed, click + Connect a new account. Learn more: Connecting to Oneflow accounts.

Set up action

• Create contract as: Select the Oneflow user who will create the contract. The available Templates and Workspace options depend on the selected account.
• Contract name: Defaults to the opportunity Name from Copper. You may customize it.
• Workspace: Select the workspace where the contract will be created.
• Template: Select a template from your Oneflow account.

Data fields (optional)

• How many data fields to map: Enter the number of data fields you would like to configure (1–3).
  • The corresponding fields will appear below.
• Value of field n: Enter a value for the data field.

4. Action: Add participant in Oneflow

This step adds a participant to the contract.

• Add new participant to contract as: Choose who performs this action.
  • Contract creator (default): Adds the participant as the contract creator.
  • Another Oneflow user: Adds the participant as another Oneflow user.
• Participant type: Choose the type of participant.
  • Individual (default): Adds an individual as a counterparty.
  • Colleague/Participant: Adds an owner-side party.
  • Company: Adds a company as a counterparty.

• Party ID (if participant type is colleague): Enter a unique identifier for the legal entity (e.g., company number).
• Company name (if participant type is company): Enter or select the company name from Copper.
• Participant name: Defaults to Copper's Assignee name. You can edit it.
• Participant email: Enter or map the participant's email from Copper.
• Role in contract:
  • Signatory (default): The participant must sign the contract.
  • Viewer: The participant can only view the contract.

5. Action: Create activity in Copper

Copper CRM logs key user activities, such as contract creation. This step creates a Copper activity record containing details of the Oneflow contract created via Zapier.

• Customize the activity fields as needed.
  • Acting User: Select the Copper user who will be listed as creating the contract.